Creating the Confirm Receipts Presentation

You have not yet defined a task for the Confirm Receipts activity. As with the other interactive activities, Confirm Receipts will use a screenflow. As before, you must first define the presentation this screenflow will use.

The Confirm Receipts presentation is similar to the Review Report presentation, except that it also allows the treasurer to check off each confirmed receipt.

To create the Confirm Receipts presentation:

  1. In the Project Navigator, right-click on the ExpenseReport BPM Object (BPM Object icon 
				), and click New > Presentation (Presentation icon 
				). The Presentation Wizard appears.
  2. Enter ConfirmReceipts in the Presentation field.
  3. Check the From Template checkbox. Do not check the BPM Preferences checkbox.
  4. Click Next. The Presentation Referenced Attributes page of the Presentation Wizard appears.
  5. In this dialog box you select the attributes which will be shown as fields in the presentation. Select the attributes shown in the table below, in the order shown.
    submittedBy
    submitDate
    description
    costCenter
    items[].description
    items[].date
    items[].amount
    items[].receiptChecked
    total
    comments
    reviewedBy
    isApproved

    Note that these are the same attributes as you specified in the Submit Report presentation, plus the items[].receiptChecked attribute.

  6. Click Finish. The ConfirmReceipts presentation is created, and a presentation editor is opened with it.
  7. Using the Properties window, set the Editable property in the fields for the submittedBy, submitDate, items[].description, items[].amount, and total attributes to No.
  8. Save your changes.
  9. To verify, click on the HTML Preview (HTML Preview icon 
				) icon in the presentation editor.
    The Confirm Receipts presentation should look like this:
    Figure 1. Confirm Receipts presentation
  10. Close the presentation editor.